Pennywise Investments

Let Pennywise Investments help you through life’s financial journey.
Giving you financial peace of mind.
Telephone: 08 9791 9113
Email: pwi@pennywiseinvestments.com.au



ABOUT US

Pennywise Investments commenced operation in 1998, servicing the South West Region from Bunbury, operating under the own licence, in 2010 they made the move to join the national independent AFSL holder INFOCUS Securities.

Many of our clients have been with us since the inception of the business and we take pride in the fact that we have been able to assist these clients on their path to financial freedom and are now helping them through the maze of aged care.



MISSION STATEMENT

Pennywise Investments’ purpose is to build strategies around our clients’ individual circumstances to empower them to make informed decisions for long-term wealth creation.



MEET OUR TEAM

Jeff has been a senior adviser for over 25 years. His extensive knowledge and experience has been achieved by working as a bank adviser, financial adviser within his own business, and now with the dealer group Infocus Wealth still owning his own business.

He has helped many clients achieve their financial goals through his knowledge of pre-retirement, retirement, aged care, estate planning and Centrelink.

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Some of Jeff’s awarded achievements as a Financial Adviser are listed below:

• 2015/2016: Member of the INfocus Wealth Dealer Group Chairman’s club (top 10 advisers in the Infocus Wealth Dealer Group)

• 2014/2015: Member of the INfocus Wealth Dealer Group Chairman’s Club (top 10 advisers in the Infocus Wealth Dealer Group)

• 2013: Advisers Excellence in Professional Standards for Infocus Wealth

• 2007: Aviva Group – Achiever of the year

• 2007: Small Business Financial Management Award winner




Jeff Glossop


Jeff Glossop
Senior Advisor


Kerene Melvin


Kerene Melvin
Office Manager


Pina Gianfrancesco


Pina Gianfrancesco
Client Support Officer


Hallee Watts


Hallee Watts
Marketing Manager


Isabel Suttle


Isabel Suttle
Administration Support